Overview of the Quote Request List

Every time you receive a new quote request it will display in the quote list. The new quote requests or just recently updated ones always display on top of the list.

Quote request list

Each quote request displays:

• the first product image, 
• first product name from the quote, 
• customer name as populated in the quote form, 
• quote status, which helps to keep track of the quote progress,
• date of the most recent quote modification.

When there is more than one product in the quote request, the blue + icon will display with the number of products that have been requested.

Quote request search and filter

There is a search box just above the quote list. You can search quotes by customer name, customer email address, product name or quote ID. 

You can also filter the quote requests by negotiation status.

You may want to find the quote request with the customer email address and with the status deal.

The quote list simplifies managing quote requests by organizing everything in one place. As a result, you can quickly check the progress of each quote and its negotiation. Additionally, the quote status feature lets you stay on top of every change, so you react quickly.